$美光科技(MU)$_老虎社区_美港股上老虎

今晚打老虎Oc
04-29

$美光科技(MU)$

$闪迪(SNDK)$

HBM 与高端 SSD成为市场主线，美光与闪迪作为两大龙头，一个主攻DRAM+HBM、一个深耕纯 NAND，代表了 AI 存储的两条黄金赛道。下面从技术、产品、财务与估值、AI 兑现度四个维度来比较，非要二选一，优先美光科技。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":558550321239824,"tweetId":"558550321239824","gmtCreate":1777396594140,"gmtModify":1777405443617,"author":{"id":4239884853745442,"idStr":"4239884853745442","authorId":4239884853745442,"authorIdStr":"4239884853745442","name":"今晚打老虎Oc","avatar":"https://static.tigerbbs.com/1a90a648cb737657c06d245bcf5fb83b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>HBM 与高端 SSD成为市场主线，美光与闪迪作为两大龙头，一个主攻DRAM+HBM、一个深耕纯 NAND，代表了 AI 存储的两条黄金赛道。下面从技术、产品、财务与估值、AI 兑现度四个维度来比较，非要二选一，优先美光科技。</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>HBM 与高端 SSD成为市场主线，美光与闪迪作为两大龙头，一个主攻DRAM+HBM、一个深耕纯 NAND，代表了 AI 存储的两条黄金赛道。下面从技术、产品、财务与估值、AI 兑现度四个维度来比较，非要二选一，优先美光科技。</p></body></html>","text":"$美光科技(MU)$ $闪迪(SNDK)$ HBM 与高端 SSD成为市场主线，美光与闪迪作为两大龙头，一个主攻DRAM+HBM、一个深耕纯 NAND，代表了 AI 存储的两条黄金赛道。下面从技术、产品、财务与估值、AI 兑现度四个维度来比较，非要二选一，优先美光科技。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/558550321239824","repostId":0,"isVote":1,"tweetType":1,"viewCount":2516,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":207,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}